XERO TRAINING FOR businesses in the construction industry


Expert Xero Training for Construction Businesses.

We are 100% Xero focused accountants & are based in Chesterfield. We cover all of the UK & can easily come to visit you.

  • We are Xero Gold Partners
  • We are Xero Adviser Certified
  • We are Xero Payroll Certified
  • We are Making Tax Digital ready
  • We are Xero Migration Specialists
  • We are Xero Tax Specialists
  • We are Xero Cash Flow Specialists
  • We are Professional Services Specialists
  • We are Retail and eCommerce Specialists
  • We are Trade and Construction Specialists
  • We are a Starling Bank Accounting Partner
  • We are GoCardless Certified in the Accountants Program
  • We are A2X certified

HOW TO USE XERO FOR YOUR CONSTRUCTION BUSINESS

Xero is a great choice for your accounting software.

Many features are readily available (such as invoicing, bills management, payroll & bank reconciliation).

There are also a large number of other business process apps that can connect with Xero. They automatically send the financial data into Xero, so you don't have to manually enter it yourself.

Xero also has it's own mobile app, which means you can deal with your invoicing, bills & bank reconciliation on the go. There's also a Xero Payroll mobile app & a Xero Projects mobile app.

Creating & sending your sales invoices can be relatively easy once you've set everything up in the Settings correctly. Dealing with more complex transactions can sometimes cause issues with other areas of Xero if not dealt with correctly, which can then quickly escalate.

XERO TRAINING FOR CONSTRUCTION BUSINESSES

There are a number of specific functions within Xero & add-on apps available that we believe work particularly well for businesses that are in the construction industry.

Xero Payroll & CIS features will help you to manage your CIS obligations.

Xero Projects can help you to record time, costs & expenses associated with each job you complete. There are also a number of other apps available in the Xero App Store to manage your jobs.

Automate processing your bills for payment. There are a number of apps available in the Xero App Store for this, as well as functionality within Xero itself.

The Xero Bill Payments feature will help you to make bulk payments, without needing to leave Xero.

WHAT AREAS OF XERO DO I NEED SUPPORT WITH?

In our experience, the most used features include:

Settings (financial, invoice, email)

If you're moving to Xero from another system, ensuring your opening balances are correct

Stock & inventory

Bank feeds & bank rules

Sales & payment options

Bills, expenses, mileage & automations

Tracking, reporting & budgeting

Xero Payroll for you & your employees

Xero Expenses for dealing with expense claims efficiently

Xero Projects to record time and costs

Every business uses Xero differently, so it's important to get Xero set up properly and working in the way that YOU need it to. So some features will be more useful than others, and some may not even be needed!

ADDITIONAL RESOURCES: